Financial Sales Consultant

Surex Life; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company is seeking a Financial Sales Consultant in Cape Town to build client relationships and provide expert advice. The ideal candidate has a Grade 12 qualification, strong sales skills, and experience in the financial sector. This role offers a competitive commission structure and growth opportunities in a dynamic industry.

Benefits

Competitive commission structure

Professional training and development

Career growth opportunities

Supportive work environment

Qualifications

• Minimum Grade 12 qualification without equivalents.
• Strong sales and client relationship skills are essential.
• Previous experience in insurance / financial sales is advantageous.

Responsibilities

• Build strong, lasting client relationships.
• Provide expert financial advice and insurance solutions.
• Drive sales and consistently meet performance targets.

Skills

Sales skills

Customer relationship management

Communication

Target-driven

Education

Grade 12

RE5

NQF Level 5

Job description

Join SureX as a Financial Sales ConsultantAre you results-driven, client-focused, and passionate about financial services?

What You’ll Do :

• Build strong, lasting client relationships.
• Provide expert financial advice and insurance solutions.
• Drive sales and consistently meet performance targets.
• Educate clients on products to suit their financial needs.

Requirements :

• Grade 12 (minimum – no equivalents).
• Candidates with RE5 and / or NQF Level 5 will be highly regarded.
• Strong sales and client relationship skills.
• Target-driven, self-motivated, and confident communicator.
• Previous experience in insurance / financial sales is an advantage.
• Basic computer literacy.
• Valid driver's license and reliable transport – mandatory.

What We Offer :

• Competitive commission structure.
• Professional training and development.
• Career growth opportunities in a dynamic industry.
• Supportive and rewarding work environment.

Apply today and start your journey with SureXFinancialSales